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SFE

Safeguard Scientifics, Inc.
SFE

Delisted

SFE was delisted on the 9th of February, 2024.

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39 hedge funds and large institutions have $4.41M invested in Safeguard Scientifics, Inc. in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

5% less funds holding

Funds holding: 41 → 39 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

27% less capital invested

Capital invested by funds: $6.08M → $4.41M (-$1.67M)

Holders
39
Holders Change
-2
Holders Change %
-4.88%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
8
Reduced
7
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$132K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$21.1K
3
TSS
Two Sigma Securities
New York
+$16.7K
4
Northern Trust
Northern Trust
Illinois
+$15K
5
First Manhattan
First Manhattan
New York
+$13.1K

Top Sellers

Rank Fund Capital Flow
1
AC
Almitas Capital
California
-$257K
2
MAP
Madison Avenue Partners
New York
-$95.8K
3
Legal & General Group
Legal & General Group
United Kingdom
-$95.7K
4
C
Certuity
Florida
-$92.3K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$86.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
26
Parallel Advisors
California
$196 – – –
UBS Group
27
UBS Group
Switzerland
$143 -$85 -84 -32%
CT
28
Caldwell Trust
Florida
$91 – – –
Osaic Holdings
29
Osaic Holdings
Arizona
$88 – – –
KFI
30
Key Financial Inc
Pennsylvania
$50 – – –
Fidelity Investments
31
Fidelity Investments
Massachusetts
$31 -$7 -7 -15%
ME
32
McIlrath & Eck
Washington
$26 – – –
RA
33
Rise Advisors
New York
$21 – – –
JP Morgan Chase
34
JP Morgan Chase
New York
$16 +$5 +5 +31%
KFS
35
Kelly Financial Services
Massachusetts
$13 – – –
CAS
36
Coppell Advisory Solutions
Texas
$13 +$16 +16 New
HNB
37
Huntington National Bank
Ohio
$1 – – –
AC
38
Almitas Capital
California
– -$257K -257,491 Closed
Legal & General Group
39
Legal & General Group
United Kingdom
– -$95.7K -95,711 Closed
C
40
Certuity
Florida
– -$92.3K -92,262 Closed
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
– -$86.7K -86,731 Closed
Renaissance Technologies
42
Renaissance Technologies
New York
– -$26K -25,817 Closed
Creative Planning
43
Creative Planning
Kansas
– -$364 -364 Closed
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
– -$51 -51 -20%
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
– -$2 -2 Closed
FWM
46
FSA Wealth Management
Massachusetts
– +$27 +27 New
1
2

SFE Hedge Fund Activity: Q4 2023 in Review

39 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Safeguard Scientifics, Inc. (SFE) for Q4 2023, worth a combined $4.41M — down 27% from $6.08M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SFE and 6 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 8 added.

The largest buyer was Morgan Stanley, adding an estimated $132K. The largest seller was Almitas Capital, exiting entirely with an estimated $257K sold.

  • 39 institutional investors held Safeguard Scientifics, Inc. (SFE) as of Q4 2023, down from 41 in Q3 2023.
  • Funds reported $4.41M of Safeguard Scientifics, Inc. stock for Q4 2023, down 27% quarter-over-quarter.
  • 6 funds opened new Safeguard Scientifics, Inc. positions in Q4 2023 and 8 closed out, a net change of -2 holders.
  • The largest Safeguard Scientifics, Inc. buyer in Q4 2023 was Morgan Stanley, an estimated $132K added.
  • The largest Safeguard Scientifics, Inc. seller in Q4 2023 was Almitas Capital, an estimated $257K sold.

Based on aggregated 13F filings for Q4 2023.